About the Course
The core challenge for modern investment firms is not just generating alpha, but proving it through a structured system that investors trust. Organizations today require results they can prove in the field of investment performance. To achieve this, you must demonstrate five specific domain capabilities: accurate return calculation using Time-Weighted Rate of Return (TWRR), robust composite construction logic, comprehensive disclosure management, rigorous error correction protocols, and seamless verification coordination. This course utilizes the GIPS 2020 Standards as the primary framework to transform scattered data into a globally recognized reporting system.
You will gain a structured system for performance governance by learning to apply specific tools and methodologies. What you will learn includes: constructing composites using the 2020 framework, calculating returns for complex portfolios, managing carve-outs with and without pooled funds, and drafting GIPS-compliant reports for both firms and asset owners. This course distinguishes between the conceptual introduction to GIPS principles and the hands-on practice of building a performance manual. You will practice calculating Modified Dietz and Internal Rate of Return (IRR) metrics while being introduced to the broader implications of ESG integration in performance reporting. This program is specifically designed for professionals who must deliver high-integrity data under the constraints of legacy systems and evolving regulatory expectations.
Target Audience
This program is tailored for professionals responsible for the integrity, calculation, and reporting of investment performance data within institutional and retail environments.
- Investment Performance Analyst managing daily return calculations
- Compliance Officer overseeing GIPS 2020 Standards adherence
- Portfolio Manager requiring credible track record presentation
- Investment Consultant evaluating manager performance reporting
- Performance Auditor conducting internal verification readiness
- Risk Manager assessing performance-related operational risks
- Data Governance Specialist managing performance data flows
- Institutional Sales Director presenting GIPS-compliant reports
- Asset Owner Specialist reporting to boards and trustees
- Middle Office Manager supervising performance reporting teams
Course Objectives
This course equips you to design, execute, and report GIPS initiatives that ensure reporting integrity, maintain compliance, and support strategic asset growth.
- Assess current firm definitions using the GIPS 2020 framework
- Apply Time-Weighted Rate of Return methodologies to complex portfolios
- Construct GIPS-compliant composites based on specific investment mandates
- Design a comprehensive GIPS Performance Manual for firm-wide use
- Evaluate error correction policies against industry materiality benchmarks
- Navigate the verification process with external third-party verifiers
- Implement automated performance data validation using digital workflows
- Synthesize performance disclosures into a final GIPS Report
Requirements & Prerequisites
Participants should have an intermediate understanding of investment performance measurement concepts, including basic return calculations and portfolio accounting. Familiarity with the CFA Institute Code of Ethics and professional standards is recommended. No prior experience with GIPS compliance is required, though a working knowledge of Excel for financial analysis is essential for the calculation workshops.
Local Application and Business Return in Bangladesh
How participants can apply the training in local operating conditions, and the return their organisation can plan for.
How participants apply this
Expected ROI
Training Methodology
This is a practical, outcome-driven course designed to turn GIPS aspirations into measurable action and credible reporting.
Methodology includes:
- Hands-on calculation exercise using TWRR and MWRR datasets
- Scenario simulation requiring composite inclusion and exclusion decisions
- Diagnostic audit of a performance manual using GIPS checklists
- Stakeholder mapping exercise for the GIPS verification chain
- Case study analysis from Private Equity and Real Estate sectors
- Group workshop producing a draft GIPS-compliant report
- Reflection exercise benchmarking current policies against GIPS 2020
Upcoming Sessions
Next available dates worldwide
Certification
Recognized credentials that advance your career
Participants who complete the GIPS (Global Investment Performance Standards) Training Program earn a Trainingcred Certificate of Achievement, demonstrating professional competence and alignment with global standards in learning and development.
NITA Accredited
Accredited by the National Industrial Training Authority, ensuring programs meet nationally recognized standards of quality and relevance.
CPD Certified
Recognized by the CPD Certification Service, ensuring every program meets internationally benchmarked standards of professional excellence.
Why this course earns its place on your CV
Accredited training, practitioner trainers, and peers on the same career track — the three things real expertise is built on.
Industry Credibility & Trust
- Demonstrate ethical performance reporting that earns investor confidence globally.
- Align your firm with the gold standard in investment performance measurement.
- Stand out among asset managers by mastering GIPS compliance requirements.
Practical Skills & Expertise
- Learn to construct, present, and verify GIPS-compliant composite reports.
- Master calculation methodologies for accurate, standardized portfolio returns.
- Navigate real-world compliance challenges with hands-on case study exercises.
Career & Firm Growth
- Unlock senior compliance and performance analyst roles in asset management.
- Equip your team to attract institutional investors who demand GIPS compliance.
- Add a high-demand specialization that differentiates your professional profile.
Tools and platforms relevant to this field
Examples Bangladesh teams may encounter, and that may be featured in training where they support the confirmed course scope.
These are field-relevant examples, not a promise that every tool will be covered. Exact coverage depends on the confirmed course scope, participant needs, and delivery format.
-
Bloomberg Terminal BloombergUsed for performance, benchmark, and market-data workflows that support consistent investment reporting and review.
-
Microsoft Excel MicrosoftWidely used for composite maintenance, performance calculations, disclosure drafting, and reconciliation support.
-
Power BI MicrosoftUsed to build management dashboards that help teams monitor reporting outputs, exceptions, and review cycles.
